Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | 05-01-2024 | 03-31-2024 | 1669 | 1,057,296,481 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
NIKE INC CL B | Stock | 1251 | $15,458 | 164 | 0.00 | 0.00 | 34 | 26.15 | 03-31-2024 |
SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | ETF | 1252 | $15,457 | 754 | 0.00 | 0.00 | -64 | -7.82 | 03-31-2024 |
ISHARES S&P GSCI COMMODITY INDEXED TRUST | ETF | 1253 | $15,442 | 700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VANGUARD ESG U.S. STOCK ETF | ETF | 1254 | $15,376 | 165 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |